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What We Don’t Do:

1) Investment management or portfolio management of any material or financial assets
2) Household or property management
3) Technology systems
4) Advisor screening and selection
5) Offer hedge fund, private equity, or other investment products/structures from third parties to our clients
6) Actually develop family foundations, vet charities, or manage foundations or impact investments
7) Provide tax or legal advice

We do have vetted, reliable resources to work with us to provide all of these services—the ones we do not provide. Our network of resources is so vast, you could create your own customized, online family office. We would be happy to speak with you about the possibilities! Please contact us if you’d like to explore this further.

 

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